# CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.

CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 157822
- Type: SEC-registered investment adviser
- SEC file number: 801-73773
- Location: 201 NORTH TRYON STREET, SUITE 2450, CHARLOTTE, NC, 28202
- Phone: 704-372-2040
- Latest filing: 2026-05-08
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Clients: 19
- Accounts: 10

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| [Charles Smith Grigg](https://search.stillhousedata.com/person/674032) | MANAGING LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LLC; MANAGING LIMITED PARTNER | — |
| [Jason Charles Schmidly](https://search.stillhousedata.com/person/674033) | MANAGING LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LLC; MANAGING LIMITED PARTNER | — |
| [Daniel James Eassa](https://search.stillhousedata.com/person/674034) | CHIEF FINANCIAL OFFICER | — |
| [Peter L Clark](https://search.stillhousedata.com/person/674035) | LIMITED PARTNER | — |
| [Ross Handy](https://search.stillhousedata.com/person/674036) | CHIEF COMPLIANCE OFFICER | — |
| [Alan Christopher Welch](https://search.stillhousedata.com/person/716577) | LIMITED PARTNER | — |
| [CLARK MEGHANN L](https://search.stillhousedata.com/person/776440) | LIMITED PARTNER; MANAGING LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LLC | — |
| [KREIDLER ROBERT LOUIS](https://search.stillhousedata.com/person/805917) | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LP; CHIEF FINANCIAL OFFICER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LP AS OF 3/31/13 & CHIEF COMPLIANCE OFFICER AS OF 6/20/13; CHIEF FINANCIAL OFFICER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LP AS OF MARCH 1, 2013 | — |
| [ALLRED ANGELA CAROL](https://search.stillhousedata.com/person/812678) | CHIEF COMPLIANCE OFFICER OF CAROUSEL CAPITAL MANAGMENT COMPANY, LP | — |
| [GRIGG CHARLES SMITH](https://search.stillhousedata.com/person/812679) | LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY III, LLC; LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY II, LLC; LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY, LLC (+11 more) | — |
| [SCHWAB NELSON](https://search.stillhousedata.com/person/812680) | MANAGING LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY III, LLC; MANAGING LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY II, LLC; MANAGING LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY IV, LLC (+8 more) | — |
| [SCHMIDLY JASON CHARLES](https://search.stillhousedata.com/person/812681) | LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY III, LLC; LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY II, LLC; LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY, LLC (+11 more) | — |
| [HEINTSCHEL ERIC FRANCIS](https://search.stillhousedata.com/person/812682) | CHIEF FINANCIAL OFFICER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LP; FORMER CHIEF FINANCIAL OFFICER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LP (THROUGH FEBRUARY 28, 2013) | — |
| [HOBBS WILLIAM THOMAS](https://search.stillhousedata.com/person/812683) | LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY III, LLC; LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY II, LLC; LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL COMPANY, LLC (+8 more) | — |
| [WELCH ROBERT CHRISTOPHER](https://search.stillhousedata.com/person/817507) | LIMITED PARTNER; MANAGING LIMITED LIABILITY COMPANY MEMBER OF CAROUSEL CAPITAL MANAGEMENT COMPANY, LLC | — |
| [EASSA DANIEL JAMES](https://search.stillhousedata.com/person/855892) | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [Peter L. Clark](https://search.stillhousedata.com/person/980223) | LIMITED PARTNER | — |
| [Blake Miller Wilcox](https://search.stillhousedata.com/person/1572767) | CHIEF COMPLIANCE OFFICER; DIRECTOR OF FINANCE | — |


## Private funds (10)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CAROUSEL CAPITAL PARTNERS VI, L.P. | Private Equity Fund | Delaware | 71 | $840.0M | $500K |
| CAROUSEL CAPITAL PARTNERS V, LP | Private Equity Fund | Delaware | 46 | $647.9M | $500K |
| CAROUSEL CAPITAL APEX SPV, L.P. | Private Equity Fund | Delaware | 30 | $114.4M | $150K |
| CAROUSEL CAPITAL PARTNERS IV, LP | Private Equity Fund | Delaware | 32 | $112.8M | $1.0M |
| CAROUSEL CAPITAL CEO FUND V, LP | Private Equity Fund | Delaware | 61 | $57.9M | $500K |
| CAROUSEL CAPITAL APEX ROLLOVER PARTNERS, L.P. | Private Equity Fund | Delaware | 30 | $44.6M | $133K |
| CAROUSEL CAPITAL CEO FUND VI, L.P. | Private Equity Fund | Delaware | 52 | $41.1M | $500K |
| CAROUSEL CAPITAL COMPANY IV APEX ROLLOVER PARTNERSHIP, L.P. | Private Equity Fund | Delaware | 6 | $34.2M | $500K |
| CAROUSEL CAPITAL CEO FUND IV, LP | Private Equity Fund | Delaware | 60 | $18.9M | $500K |
| CAROUSEL CAPITAL PARTNERS IV PV, LP | Private Equity Fund | Delaware | 3 | $1.0M | $1.0M |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157822/similar
- Related entities: https://search.stillhousedata.com/firm/157822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157822

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
